Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q3 2022
Institutional positions in Salesforce, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,060
- −46 vs. Q2 2022
- Shares held
- 774.4M
- −2.46M (−0.3%) vs. Q2 2022
- Total value
- $111.4B
- −$16.7B (−13.1%) vs. Q2 2022
- New holders
- 116
- 895 more added
- Sold out
- 162
- 838 more reduced
34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Advisors Group, LLC | 35,376 | $5.09M | 0.22% | +12,884+57.3% | Added |
| D.A. Davidson & Co. | 35,204 | $5.06M | 0.07% | +4,133+13.3% | Added |
| Avantax Advisory Services, Inc. | 35,038 | $5.04M | 0.08% | +730+2.1% | Added |
| SG3 Management, LLC | 35,000 | $5.03M | 3.19% | +35,000 | New |
| Hunt Lane Capital LP | 35,000 | $5.03M | 12.72% | +5,000+16.7% | Added |
| KCM Investment Advisors LLC | 34,963 | $5.03M | 0.23% | −2,036−5.5% | Reduced |
| Trexquant Investment LP | 34,875 | $5.02M | 0.18% | +8,162+30.6% | Added |
| Stonebridge Capital Advisors LLC | 34,765 | $5.00M | 0.64% | +4,686+15.6% | Added |
| Meyer Handelman Co | 34,715 | $4.99M | 0.23% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 34,629 | $4.98M | 1.94% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 34,590 | $4.97M | 0.14% | +31,265+940.3% | Added |
| Grassi Investment Management | 34,408 | $4.95M | 0.73% | −5,688−14.2% | Reduced |
| Osborne Partners Capital Management, LLC | 34,230 | $4.92M | 0.41% | +2,444+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 34,065 | $4.90M | 0.21% | −1,176−3.3% | Reduced |
| Seldon Capital LP | 33,903 | $4.88M | 3.48% | +33,100+4,122.0% | Added |
| ExodusPoint Capital Management, LP | 33,843 | $4.87M | 0.07% | −41,841−55.3% | Reduced |
| Tiger Management L.L.C. | 33,700 | $4.85M | 2.90% | +33,700 | New |
| Acadian Asset Management LLC | 33,698 | $4.84M | 0.03% | +12,892+62.0% | Added |
| Aptus Capital Advisors, LLC | 33,649 | $4.84M | 0.15% | −15,025−30.9% | Reduced |
| Aigen Investment Management, LP | 33,208 | $4.78M | 0.69% | +27,641+496.5% | Added |
| National Asset Management, Inc. | 33,012 | $4.75M | 0.14% | +5,129+18.4% | Added |
| Exencial Wealth Advisors, LLC | 32,983 | $4.74M | 0.29% | −3,404−9.4% | Reduced |
| Fragasso Group Inc. | 32,782 | $4.71M | 0.67% | +7,586+30.1% | Added |
| Great Valley Advisor Group, Inc. | 32,765 | $4.71M | 0.26% | +4,272+15.0% | Added |
| Cresset Asset Management, LLC | 32,517 | $4.68M | 0.06% | +2,512+8.4% | Added |
| Autus Asset Management, LLC | 32,392 | $4.66M | 0.89% | −216−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,346 | $4.65M | 0.38% | +1,700+5.5% | Added |
| Raymond James Trust N.A. | 31,991 | $4.60M | 0.17% | +689+2.2% | Added |
| Fiduciary Trust Co | 31,949 | $4.59M | 0.10% | +1,517+5.0% | Added |
| Hudson Valley Investment Advisors Inc | 31,828 | $4.58M | 0.73% | +1,149+3.7% | Added |
| Bogart Wealth, LLC | 31,745 | $4.57M | 0.38% | +4,344+15.9% | Added |
| Oak Harvest Investment Services | 31,660 | $4.55M | 1.21% | −700−2.2% | Reduced |
| Assetmark, Inc | 31,387 | $4.51M | 0.02% | +3,983+14.5% | Added |
| Parsons Capital Management Inc | 31,317 | $4.50M | 0.40% | −3,792−10.8% | Reduced |
| Bank of the West | 31,289 | $4.50M | 0.59% | +332+1.1% | Added |
| Maven Securities LTD | 31,187 | $4.49M | 0.21% | +6,561+26.6% | Added |
| Fiduciary Group LLC | 28,319 | $4.43M | 0.57% | −1,766−5.9% | Reduced |
| Strategic Wealth Designers | 30,670 | $4.41M | 1.27% | +2,601+9.3% | Added |
| Azzad Asset Management Inc | 27,164 | $4.41M | 0.44% | +296+1.1% | Added |
| Financial Partners Capital Management LLC | 30,659 | $4.41M | 1.04% | +280+0.9% | Added |
| Shufro Rose & Co LLC | 30,179 | $4.34M | 0.43% | +533+1.8% | Added |
| Webster Bank, N. A. | 30,057 | $4.32M | 0.63% | +167+0.6% | Added |
| SP Asset Management | 30,044 | $4.32M | 0.59% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 30,033 | $4.32M | 2.76% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 30,022 | $4.32M | 0.43% | +6,456+27.4% | Added |
| Union Square Park Capital Management, LLC | 30,000 | $4.32M | 6.21% | +30,000 | New |
| Prudential PLC | 29,980 | $4.31M | 0.07% | +1,526+5.4% | Added |
| WoodTrust Financial Corp | 29,952 | $4.31M | 0.97% | +1,228+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 29,933 | $4.31M | 0.08% | −484−1.6% | Reduced |
| Prentiss Smith & Co Inc | 29,784 | $4.28M | 3.81% | −114−0.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 29,733 | $4.28M | 0.22% | −2,195−6.9% | Reduced |
| Stratos Wealth Partners, LTD. | 29,380 | $4.23M | 0.12% | −1,182−3.9% | Reduced |
| Brighton Jones LLC | 29,299 | $4.21M | 0.25% | −859−2.8% | Reduced |
| Dowling & Yahnke LLC | 28,944 | $4.16M | 0.19% | +330+1.2% | Added |
| Sandler Capital Management | 28,771 | $4.14M | 0.89% | −76,986−72.8% | Reduced |
| Kestra Private Wealth Services, LLC | 28,629 | $4.12M | 0.24% | −5,479−16.1% | Reduced |
| Strategic Advisors LLC | 28,538 | $4.10M | 0.91% | −852−2.9% | Reduced |
| Novare Capital Management LLC | 28,528 | $4.10M | 0.53% | −8,326−22.6% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $4.07M | 0.22% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 28,150 | $4.05M | 2.98% | −746−2.6% | Reduced |
| Flputnam Investment Management Co | 27,996 | $4.03M | 0.16% | −311−1.1% | Reduced |
| Corient Capital Partners, LLC | 24,403 | $4.03M | 0.31% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,866 | $4.01M | 3.26% | −3,045−9.9% | Reduced |
| McRae Capital Management Inc | 27,622 | $3.97M | 1.21% | −17,225−38.4% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $3.97M | 0.86% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 27,597 | $3.97M | 0.99% | +1,394+5.3% | Added |
| Mirova | 27,596 | $3.97M | 0.67% | −2,582−8.6% | Reduced |
| Toroso Investments, LLC | 27,450 | $3.95M | 0.16% | −55−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,255 | $3.92M | 0.05% | +3,432+14.4% | Added |
| Gardner Lewis Asset Management L P | 27,127 | $3.90M | 0.90% | −720−2.6% | Reduced |
| Marlowe Partners LP | 26,994 | $3.88M | 4.64% | −12,053−30.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,837 | $3.86M | 0.19% | +1,594+6.3% | Added |
| SPX Equities Gestao de Recursos Ltda | 26,730 | $3.84M | 0.39% | −23,470−46.8% | Reduced |
| Unio Capital LLC | 26,627 | $3.83M | 2.31% | −12,378−31.7% | Reduced |
| Marks Group Wealth Management, Inc | 26,500 | $3.81M | 0.58% | +659+2.6% | Added |
| De Burlo Group Inc | 26,404 | $3.80M | 0.90% | +26,404 | New |
| Shikiar Asset Management Inc | 26,350 | $3.79M | 1.52% | −203−0.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,214 | $3.77M | 1.95% | −945−3.5% | Reduced |
| Codex Capital, L.L.C. | 26,100 | $3.76M | 3.22% | −3,900−13.0% | Reduced |
| Independent Financial Group, LLC | 26,093 | $3.75M | 0.34% | −2,120−7.5% | Reduced |
| Everence Capital Management Inc | 26,087 | $3.75M | 0.35% | −7,780−23.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 26,034 | $3.75M | 1.06% | −407−1.5% | Reduced |
| Crewe Advisors LLC | 25,881 | $3.72M | 0.67% | +23,772+1,127.2% | Added |
| Stamos Capital Partners, L.P. | 25,860 | $3.72M | 0.95% | +19,440+302.8% | Added |
| Hyman Charles D | 25,849 | $3.72M | 0.29% | +2,788+12.1% | Added |
| Simmons Bank | 25,784 | $3.71M | 0.35% | +2,224+9.4% | Added |
| Salem Investment Counselors Inc | 25,753 | $3.70M | 0.17% | +2,039+8.6% | Added |
| Snowden Capital Advisors LLC | 25,707 | $3.70M | 0.17% | −825−3.1% | Reduced |
| Tudor Investment Corp Et Al | 25,688 | $3.69M | 0.09% | +25,688 | New |
| Arrow Financial Corp | 25,667 | $3.69M | 0.54% | +1,278+5.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,665 | $3.69M | 0.98% | +1,287+5.3% | Added |
| Independent Advisor Alliance | 25,605 | $3.68M | 0.21% | −628−2.4% | Reduced |
| Peloton Wealth Strategists | 25,365 | $3.65M | 1.90% | −60−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 25,364 | $3.65M | 0.17% | −27,209−51.8% | Reduced |
| Ingalls & Snyder LLC | 25,338 | $3.65M | 0.21% | −24−0.1% | Reduced |
| Pallas Capital Advisors LLC | 24,767 | $3.62M | 0.40% | +1,199+5.1% | Added |
| Graham Capital Management, L.P. | 25,199 | $3.62M | 0.16% | +25,199 | New |
| Sitrin Capital Management LLC | 25,180 | $3.62M | 2.38% | +458+1.9% | Added |
| Jag Capital Management, LLC | 25,106 | $3.61M | 0.50% | −1,835−6.8% | Reduced |
| FourThought Financial, LLC | 24,909 | $3.58M | 0.53% | −2,079−7.7% | Reduced |